Epicor Sales Report

Has anyone done a Sales report that gives you the ability to choose a time frame and tells you what orders have been entered into the system from which customers?
Epicor doesn't seem to have a canned Report for that.

Be really careful here. My company has the potential for significant change orders that get added to and taken away from order lines. It can get very complicated as to how manual changes to a sales order line affect your reports and monthly totals. Also, because we had positive and negative changes we had to start using MscCharges for the order lines. It can be tricky totaling these as they apply to the header and lines of the order and not the releases of the order.

As Bobcat9 has indicated, it can be very tricky, but if you use the Booked tables (BookOrd, BookDtl, BookRel) it is easy enough to capture order entry for a given day as well as changes (both positive and negative) to orders. I have a dashboard that I have put together with a crystal report that can be run on a given day or on a range, you can contact me directly if you would like more detail.

I've created a BAQ/report to give details from BookOrd & BookDtl and have big problems trying to reconcile with a standard orders report.

There are some Book Details which, whether New or Chg entries, haven't taken line discount into account, so the Book Value is showing higher than it really is.

It seems to be a random effect. The majority of Book entries have included discount correctly.

I can see no reason for the Booked tables to be holding the wrong value. Obviously it's Epicor itself generating them in error. Could it be something to do with the way the sales orders are being entered that's causing the change to be logged wrong?

Very strange - wonder if anyone else has experienced a similar problem - or maybe others are relying (possibly in error) on what the Booked tables are saying.

Log into the Epicor Admin Tools Menu.
Then Click on the "Run Conversion Program" button. This is where Epicor keeps the "Fix" programs
Go thru the list of "Fix" programs looking for the Book tables.
Use the down arrow when you get near the end of the list. The slide bar does not go to the end.
When you find a program highlight it and then Conversion --> run conversion program

I've run the 'Fix Bookdtl' and 'Fix BookRel' conversions in our test environment, hoping that might do the trick. I ran my report before and after the fix run and the overall figures have gone up so something has happened.

However, the entries that were incorrect and prompted my original post here are still incorrect, having not taken into account discounts on the order lines.

Thanks for the pointers - I was very hopeful of a fix but alas no joy. It's a strange one!

I've run the 'Fix Bookdtl' and 'Fix BookRel' conversions in our test environment, hoping that might do the trick. I ran my report before and after the fix run and the overall figures have gone up so something has happened.

However, the entries that were incorrect and prompted my original post here are still incorrect, having not taken into account discounts on the order lines.

Thanks for the pointers. I was very hopeful of a fix but alas no joy. It's a strange one!

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